WIP jordan

app/data/quotes-overview.mock.ts

@@ -0,0 +1,214 @@
+/**
+ * Mock pipeline data for Quotes overview (mission control). Replace with API when ready.
+ */
+
+export type QuotePipelineScopeFilter = 'global' | 'corporate' | 'personal'
+
+export type QuoteOverviewLob = 'auto' | 'health' | 'life' | 'general_risk' | 'custom'
+
+export type QuotePipelineStageId = 'intake' | 'quoted' | 'proposal' | 'bind' | 'handoff'
+
+/**
+ * Unified pipeline stage IDs — mirrors PipelineStage from useSalesPipeline.
+ * Used by the quotes overview kanban so both views share one vocabulary.
+ */
+export type UnifiedStageId =
+  | 'customer'
+  | 'get_quotes'
+  | 'waiting_carriers'
+  | 'present_quotes'
+  | 'waiting_client'
+  | 'solicitud'
+  | 'emission'
+
+export type MockPipelineQuote = {
+  id: string
+  customerLabel: string
+  /** Corporate vs personal — drives pipeline scope filters */
+  party: 'corporate' | 'personal'
+  lob: QuoteOverviewLob
+  /** Sub-path: single, comparativo, fleet, collective, etc. */
+  pathLabel: string
+  stage: QuotePipelineStageId
+  /** Unified pipeline stage — same vocabulary as sales pipeline */
+  unifiedStage: UnifiedStageId
+  owner: string
+  formsDone: number
+  formsTotal: number
+  /** Customer has been notified / has portal activity (mock) */
+  customerInformed: boolean
+}
+
+export const QUOTE_PIPELINE_STAGES: { id: QuotePipelineStageId; label: string; hint: string }[] = [
+  { id: 'intake', label: 'Customer Profile', hint: 'Qualify & rate inputs' },
+  { id: 'quoted', label: 'Quote Prep', hint: 'Options with carrier' },
+  { id: 'proposal', label: 'Acceptance Pending', hint: 'Out to customer' },
+  { id: 'bind', label: 'Emission Pending', hint: 'Submit & conditions' },
+  { id: 'handoff', label: 'Going Live!', hint: 'Policy / solicitud' }
+]
+
+/** Unified pipeline stages — same as sales pipeline. Used in overview chart. */
+export const UNIFIED_PIPELINE_STAGES: { id: UnifiedStageId; label: string; isWaiting: boolean }[] = [
+  { id: 'customer', label: 'Customer', isWaiting: false },
+  { id: 'get_quotes', label: 'Get Quotes', isWaiting: false },
+  { id: 'waiting_carriers', label: 'Awaiting Carriers', isWaiting: true },
+  { id: 'present_quotes', label: 'Present Quotes', isWaiting: false },
+  { id: 'waiting_client', label: 'Awaiting Client', isWaiting: true },
+  { id: 'solicitud', label: 'Solicitud', isWaiting: false },
+  { id: 'emission', label: 'Emission', isWaiting: false },
+]
+
+export const QUOTE_LOB_OPTIONS: { value: QuoteOverviewLob | 'all'; label: string }[] = [
+  { value: 'all', label: 'All lines' },
+  { value: 'auto', label: 'Auto' },
+  { value: 'health', label: 'Health' },
+  { value: 'life', label: 'Life' },
+  { value: 'general_risk', label: 'General risk' },
+  { value: 'custom', label: 'Custom' }
+]
+
+export const MOCK_PIPELINE_QUOTES: MockPipelineQuote[] = [
+  {
+    id: 'q-101',
+    customerLabel: 'Transportes Delta S.A.',
+    party: 'corporate',
+    lob: 'auto',
+    pathLabel: 'Fleet',
+    stage: 'quoted',
+    unifiedStage: 'waiting_carriers',
+    owner: 'A. Morales',
+    formsDone: 2,
+    formsTotal: 5,
+    customerInformed: true
+  },
+  {
+    id: 'q-102',
+    customerLabel: 'María Fernández',
+    party: 'personal',
+    lob: 'auto',
+    pathLabel: 'Comparativo',
+    stage: 'proposal',
+    unifiedStage: 'present_quotes',
+    owner: 'L. Chen',
+    formsDone: 4,
+    formsTotal: 4,
+    customerInformed: true
+  },
+  {
+    id: 'q-103',
+    customerLabel: 'J. Pérez',
+    party: 'personal',
+    lob: 'auto',
+    pathLabel: 'Single',
+    stage: 'intake',
+    unifiedStage: 'customer',
+    owner: 'L. Chen',
+    formsDone: 0,
+    formsTotal: 3,
+    customerInformed: false
+  },
+  {
+    id: 'q-201',
+    customerLabel: 'Clínica Norte',
+    party: 'corporate',
+    lob: 'health',
+    pathLabel: 'Collective',
+    stage: 'bind',
+    unifiedStage: 'solicitud',
+    owner: 'R. Vega',
+    formsDone: 6,
+    formsTotal: 8,
+    customerInformed: true
+  },
+  {
+    id: 'q-202',
+    customerLabel: 'Familia Ortega',
+    party: 'personal',
+    lob: 'health',
+    pathLabel: 'Family',
+    stage: 'quoted',
+    unifiedStage: 'get_quotes',
+    owner: 'A. Morales',
+    formsDone: 3,
+    formsTotal: 6,
+    customerInformed: true
+  },
+  {
+    id: 'q-203',
+    customerLabel: 'Startup Labs',
+    party: 'corporate',
+    lob: 'health',
+    pathLabel: 'Travel',
+    stage: 'intake',
+    unifiedStage: 'customer',
+    owner: 'R. Vega',
+    formsDone: 1,
+    formsTotal: 4,
+    customerInformed: false
+  },
+  {
+    id: 'q-301',
+    customerLabel: 'Holdings Centro',
+    party: 'corporate',
+    lob: 'life',
+    pathLabel: 'Key person',
+    stage: 'proposal',
+    unifiedStage: 'waiting_client',
+    owner: 'L. Chen',
+    formsDone: 2,
+    formsTotal: 5,
+    customerInformed: true
+  },
+  {
+    id: 'q-302',
+    customerLabel: 'Carlos Méndez',
+    party: 'personal',
+    lob: 'life',
+    pathLabel: 'Individual',
+    stage: 'handoff',
+    unifiedStage: 'emission',
+    owner: 'A. Morales',
+    formsDone: 5,
+    formsTotal: 5,
+    customerInformed: true
+  },
+  {
+    id: 'q-401',
+    customerLabel: 'Retail Plaza',
+    party: 'corporate',
+    lob: 'general_risk',
+    pathLabel: 'Corporate',
+    stage: 'quoted',
+    unifiedStage: 'waiting_carriers',
+    owner: 'R. Vega',
+    formsDone: 3,
+    formsTotal: 7,
+    customerInformed: false
+  },
+  {
+    id: 'q-402',
+    customerLabel: 'Ana Ríos',
+    party: 'personal',
+    lob: 'general_risk',
+    pathLabel: 'Personal',
+    stage: 'intake',
+    unifiedStage: 'get_quotes',
+    owner: 'L. Chen',
+    formsDone: 1,
+    formsTotal: 4,
+    customerInformed: true
+  },
+  {
+    id: 'q-501',
+    customerLabel: 'Phone-in — manual rate',
+    party: 'personal',
+    lob: 'custom',
+    pathLabel: 'Manual entry',
+    stage: 'proposal',
+    unifiedStage: 'present_quotes',
+    owner: 'R. Vega',
+    formsDone: 0,
+    formsTotal: 2,
+    customerInformed: false
+  }
+]